Best Investors Account Sign in

Silke Lisa Wolf

Pfs Investments Inc.

Carrollton, GA

CRD 6661392

Claim This Profile
Employer firm

Pfs Investments Inc. CRD 10111

$15.5B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-06-05
GA RA APPROVED 2018-03-02
  • TX RA
    APPROVED_RES
    Since 2021-06-05
  • GA RA
    APPROVED
    Since 2018-03-02

Branch Locations

522 Newnan St Ste C, Carrollton, GA 30117 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Primerica Financial Services Carrollton GA 02/2002 Present
Pfs Investments Inc. Carrollton GA 07/2016 Present
Augusta Richmond County Augusta GA 04/2012 03/2017
  • 02/2002 → Present
    Primerica Financial Services
    Carrollton, GA
  • 07/2016 → Present
    Carrollton, GA
  • 04/2012 → 03/2017
    Augusta Richmond County
    Augusta, GA
Other Businesses

Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services RVP Elly Chapman, Investment Related, 3603 Hiers Blvd Hephzibah GA 30815, Nature of Business (Primerica Business Purposes), Position/Title (Office Manager), Start Date (4/3/17) to Present, 160 of hours per month (120 of hours per month during securities trading hours), Legal entity formed solely for Primerica business purposes

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-16
S63 Uniform Securities Agent State Law Examination 2017-03-14
  • S65 Uniform Investment Adviser Law Examination
    2018-01-16
  • S63 Uniform Securities Agent State Law Examination
    2017-03-14

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Carrollton, GA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor